Cornerstone Retirement Group’s iShares National Muni Bond ETF MUB Stock Holding History

Cornerstone Retirement Group’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$468K	Buy	+4,562	New	+$481K	0.13%	15

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Cornerstone Retirement Group's MUB Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2023: 4,562 shares worth $468K. The stake represents 0.13% of the portfolio and ranks #15 among its holdings.

1,221 funds tracked by Wall St. Rank hold MUB as of Q3 2023.

Cornerstone Retirement Group held 4,562 shares of iShares National Muni Bond ETF worth $468K as of Q3 2023.
iShares National Muni Bond ETF was a new Cornerstone Retirement Group position in Q3 2023.
iShares National Muni Bond ETF made up 0.13% of Cornerstone Retirement Group's portfolio in Q3 2023, its #15 holding.
1,221 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.